Lauren Martinez
McDonough,GA
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
2
2
years of professional experience
Work History
Insurance Broker
Symmetry Financial Group
, GA
11.2023 - Current
- Developed insurance policies and programs to meet customer needs.
- Assessed client risk profiles and recommended appropriate coverage plans.
- Provided advice to customers on insurance-related matters.
Insurance Agent
Bankers Life and Casualty
, GA
02.2023 - Current
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Advised customers on the best ways to minimize risks associated with their assets.
Health Advocate
CVS Caremark
, GA
02.2022 - 02.2023
- Assisted with case management activities such as insurance authorizations, financial assistance programs, and other related tasks.
- Provided emotional support for both patients and family members during times of stress or uncertainty.
- Helped people enroll in programs, arrange transportation and coordinate paperwork.
Education
Medical Billing And Coding -
Martinsburg College
Martinsburg, WVMedicare -
AHIP Certification
GeorgiaHealth, Life And Annuities
Insurance License
GeorgiaSome College (No Degree) - Nursing
Fayetteville State University
Fayetteville, NCSkills
- Skilled negotiator
- Financial products knowledge
- Long-term care expert
- Sales Presentations
- Claims Handling
- Driven
- Prospecting skills
- Excellent communication skills
- Retirement planning
- Client relations expert
- Relationship development skills
Timeline
Insurance Broker
Symmetry Financial Group
11.2023 - Current
Insurance Agent
Bankers Life and Casualty
02.2023 - Current
Health Advocate
CVS Caremark
02.2022 - 02.2023
Medical Billing And Coding -
Martinsburg College
Medicare -
AHIP Certification
Health, Life And Annuities
Insurance License
Some College (No Degree) - Nursing
Fayetteville State University